Top Fiduciary Financial Advisors Alternatives, Competitors & Similar Software

Consulting & Advisory

Partner of the HR Transformation 🔎 Let the candidates look at you from a different perspective CVing supports its clients in their talent attraction strategy, by helping them attract the best professionals. We develop projects and offer digital services specifically designed for the HR sector ”With us, You Can”: 👉🏻 Boost your Employer Branding and describe your company through your most valuable asset: your employees 👉🏻 Develop customized projects that apply innovative processes and tools in order to attract the best talents 👉🏻 Gain visibility for your brand on the world’s biggest database of candidates thanks to Indeed & Glassdor’s partnership whom CVing is premium partner Who do we refer to? 👉🏻 To companiesas a media partner and tech-solution supplier for Talent Acquisition and smart screening activities 👉🏻 to candidates as a platform to look for new professional challenges 🧶 In fact, CVing also operates as a crucial point of contact between candidates and the best national and international companies thanks to its own platform cving.com

Consulting & Advisory

Technology partner providing development, support and maintenance of custom software applications to mid-market businesses for a fixed monthly fee

Consulting & Advisory

Whether you're a solo consultant, small agency, or a midsize company communicator, we'll help you to elevate your PR strategy effortlessly. Seamlessly craft winning pitches, connect with relevant journalists, and secure media coverage – all without breaking the bank. Say goodbye to the hassle of manual PR tasks and hello to streamlined success. Our AI-enhanced platform simplifies the PR process, and focuses on what matters most: getting your story out to the right journalists at the right time and amplifying your brand. We make PR easy and effective for you. Let's take your PR to new heights. You'll reach the right journalists at the right time with the right message - meaning more coverage on the channels you want. Sound good? Let's talk! ✉️ [email protected]

Consulting & Advisory

Allocator is a data and software-as-a-service company, providing integrated data and software solutions to the alternative investments industry. Our mission is to help private capital investors transform their investment operations and research processes by providing a world-class data and analytics platform to inform their investment decision support systems. We offer LPs access to their investment data in a standardised and consistent format removing the need for investment teams to spend their time on data management processes. We transform their investment and research requirements into actionable insights so that they can spend more time making investment decisions and less time on managing data. We offer a flexible solutions suite to enhance and compliment all institutional investing workflows in a scalable and easily integrable manner, keeping our clients focused on building strong investment outcomes. Our clients include fund of funds, family offices, private banks, wealth managers, pension funds, endowments, insurance companies, sovereign wealth funds and oCIOs in 15 countries across Europe, North America and Asia Pacific. To learn more contact us at: www.allocator.com

Consulting & Advisory

Optimizing software knowledge in a succinct platform is crucial in an ever-changing world that is technologically evolving. Since 1997, we have been revolutionizing global software training through our media production company. Many users today admit they are too busy to use a learning management system (LMS) and desire quick learning tools. Our Continuous Learning Management System (CLMS) provides microlearning modules called Skill Tracks. We offer a comprehensive set of learning paths from novice to expert, for IT desktop and mobile applications. Our Continuous Learning Campaign (CLC) syncs our skill building, coaching, video reference library, and daily tips to invoke a ‘demand pull’ by end users, in order to enhance employee output. There are 3 components that highlight our CLC: • Cloud-based • User-friendly • 20+ campaign elements Our Knowledge Library is synced with the latest software updates and our clients are equipped with 200,000+ how-to video solutions. Each how-to video comes with companion text and is available in 11 languages that are translated and voiced by native speakers. Additionally, we provide a ServiceNow plug-in that includes all of our Knowledge Library content for clients who use ServiceNow, but require software education. End users employing our software can see the process, hear the explanation, and perform the software task to maximize their learning in an efficient manner. Novice, intermediate, and expert users benefit from procuring software solutions right at their fingertips.

Consulting & Advisory

Analyse² offers advanced retail analytics for the FMCG industry – retailers and brands. Our retail planning and category analytics solutions empower companies to increase their market share and shopper loyalty, develop their product categories, and improve their assortments, promotions and product launches. We are a trusted partner for over 100 customers across Europe, with Nordics as the focal market. For more information, please visit https://www.analyse2.com/ Life at Analyse² see: https://www.instagram.com/analyse2official/

Consulting & Advisory

Ground Truth Intelligence is the global due diligence platform designed for an ever-changing world. Designed by engineers and investigators, our software merges workflow and research tools with access to on-the-ground experts and critical risk data. Through this, we empower compliance and risk professionals with reliable, in-depth insights that improve the speed, accuracy, and sophistication of due diligence reports. Our technology makes the whole world your compliance team so you can keep your business moving forward, ethically and effortlessly. Ground Truth Intelligence - Due Diligence for a Changing World

Consulting & Advisory

The future of wealth management is digital and FusionIQ is leading the way with the flexible, easy-to-implement solutions financial advisors and institutions need to win in competitive markets. FusionIQ One is the most comprehensive cloud-native wealth management platform available, seamlessly integrating four core modules – Hybrid Digital Advice, Self-Directed Investing, Digital Marketplace, and finTAMP – through one digital workflow to empower investors and advisors. As a core integration platform, the award-winning FusionIQ One eliminates the friction between the front, middle, and back offices resulting in easy, hassle-free implementation and greater flexibility, efficiency, productivity, and profitability. FusionIQ One powers a suite of products including FIQ Freedom, FIQ Journey, FIQ Market One, FIQ TAMP+, and FIQ Wallet, making it easy for banks, broker-dealers, credit unions, family offices, RIAs, wallet companies, and asset managers to scale. These pre-integrated platforms deliver the digital experience clients and advisors want and the seamless workflows and process automations wealth management enterprises need for profitable organic growth. With highly configurable white-label platform integrations complete in as little as six weeks, it's easy to see why FusionIQ One’s integrated multi-custodian, multilingual, and multi-asset class platform is the leading digital solution for advisors and institutions today.

Consulting & Advisory

With 38 million workers leaving the workforce in 2022, and burnout contributing to 20% of turnover, companies are having to re-evaluate how they get their work done, especially since the workload hasn’t changed. Jodi McPherson and Leah Jewell, co-founders of Work Simplr and former executives from Pearson with over 45 years combined experience, have seen first hand how painful, risky, and time-consuming it is to find freelance help when needed. Jodi and Leah decided to do something about this challenge, and that was the genesis of Work Simplr. Work Simplr is an on demand workforce platform, with students at the center, to help companies get their work done quickly and easily. Work Simplr takes the stress out of finding, matching, and placing qualified students to do the work- regardless of project size. No more sifting through hundreds of applications, lengthy interviews, completing onboarding paperwork, or managing the details of execution. Work Simplr technology is built for scaling and quality control. Work Simplr's proprietary algorithms ensure students are vetted, placed quickly, your project is scoped clearly, and student work is monitored for accuracy and timely completion. UPSKLS has launched its areas of focus to cover project work in four distinct categories: online research, data entry/cleansing, user acceptance testing, and sales lead generation. The greatest part of Work Simplr entry into the business arena is elimination of barriers for students to access work opportunities. When a client uses the Work Simplr Platform, you are helping to build the talent pipeline of the future!

Consulting & Advisory

At Deeploy we contribute on building sustainable relationships between our clients and their clients; as well as the contribution on the achievement of their strategic goals in digital environments. Innovation, technology, transparency, specialization and experience of the team are our key to create next level digital experiences. Our main services: • Digital Marketing Strategy • Web Analytics • SEO • Social Listening • Paid Media - Self Managed • Marketing Automation We have expert strategic allies to creat a 360 Digital Experience. This year we became Google Premier Partner and Salesforce Partner.

Consulting & Advisory

Gain all of the tools and knowledge you need to manage globally mobile employees while mitigating risk and ensuring that your mobility program is compliant with domestic and international regulations. The innovative platform integrates data and reporting and streamlines processes, giving back valuable time to your teams, reducing costs, and enhancing the client and employee experience. - The Industry’s Most Comprehensive Solution - A single source of data - A multi-tenant database For more information on Ineo solutions and services, visit www.ineomobility.com or contact: Ineo, LLC, Corporate Headquarters 7340 E Caley Suite 350 Centennial, CO 80111 Email: [email protected] Tel: +1 303-219-7291 Fax: +1(303) 308-1874

Consulting & Advisory

We are talented engineers, artists, and leaders who create digital solutions and deliver technology projects with passion and quality. Akurey started in 2008 with 3 students from the Faculty of Informatics in Costa Rica, now we are more than +65 collaborators among Software engineers, UI designers, UX designers, Digital Designers, Quality assurance engineers, and Support teams. We build digital experiences through software applications, devices, innovation, digital media, and high tech. Our development resource talent pool is made up of experts in Java, Ruby, Python, .NET, Angular, React, iOS, and Android. Are you interested in being part of our dream team? We are always looking for new talent. Check our current job offers on social networks and send your resume to: [email protected]

Consulting & Advisory

EIVEE calculates your entire CO2 emissions with market-leading precision across scope 1, 2 and 3. We deliver industry-leading data quality for your company’s entire carbon footprint. Our unique approach blends technology with human expertise so you avoid the hassle of data collection. EIVEE’s in-house experts continuously track and validate your carbon emissions, so you can manage your company’s journey towards net zero. Our carbon management platform is audit-ready so you can confidently meet all demands from customers, investors, and legislators. With complete visibility into all data sources and calculations. EIVEE is founded by specialists with a unique combination of Procurement, Sustainability, Tech, and Tier 1 consultancy expertise. Coming from a corporate background, we combine professionalism and A+ quality with profound expertise and domain knowledge, elevated through our startup identity, our shared passion, and a heart for innovation and inclusion. With EIVEE you’re not only buying a tech platform, you buy access to top-tier industry knowledge. Ready to take control of your full carbon footprint? https://www.EIVEE.io | [email protected]

Consulting & Advisory

Since our founding in 1988, Elite Engineering, Inc. has been at the forefront of implementing advanced technology and world-class solutions in the Manufacturing and IT markets. Our organization consists of a diverse group of engineering, software and project management professionals whose collective experience and varied backgrounds allow us to better understand and thrive in the ever-changing markets we serve. Our team possesses the experience and expertise required to ensure the successful implementation of your projects regardless of scope or complexity. The key to our success is customer satisfaction. Because we rely on our reputation to both attract new customers and preserve our relationship with existing clients, it is our goal at Elite Engineering to consistently exceed the expectations of our customers. It is no surprise that Fortune 500 corporations comprise a majority of our clientele. Elite Engineering can offer your business the services it needs with a proven track-record of innovative concepts, quality work, and beneficial results. Serving a global customer base, we continue to expand both our expertise and the boundaries of technology. Our real-world experience and ability to deploy products and services around the globe offers a unique advantage to our customers.

Consulting & Advisory

Läs mer på www.jeeveserp.com Stockholm, Sverige, 12 juni 2013. Jeeves Information Systems AB, en ledande utvecklare av affärssystem för små och medelstora företag verksamma inom tillverkning, distribution och tjänstesektorn, förvärvar Infocube AB, en av sina största partners. Genom förvärvet av Infocube går Jeeves in i en flerkanalsstrategi i Sverige. ”Jeeves har historiskt verkat som ett renodlat programvaruföretag och drivit försäljning och implementation i huvudsak via partners. En del kunder och prospekts har emellertid uttryckt ett intresse av att ha en direkt relation med Jeeves. Medan vi även fortsättningsvis kommer erbjuda en robust partnerkanal ger det här förvärvet Jeeves förmåga att kunna ge service till våra kunder även via en stark direktkanal. Detta var inte möjligt i Sverige tidigare och kommer att leda till ett starkare erbjudande för både befintliga och nya kunder. Förvärvet ändrar och accelererar vår go-to-market strategi och expanderar Jeeves möjligheter på marknaden.” säger Jeff Tognoni, VD för Jeeves. ”Med förvärvet av Infocube får Jeeves en framgångsrik och mogen konsultorganisation med en stark företagskultur med erfaren personal som kan ge stöd till de kunder som önskar ha en direktrelation med oss. Infocubes spetskompetens inkluderar bred implementationserfarenhet med en beprövad metodik, en kunnig supportorganisation och en effektiv försäljningsorganisation” fortsätter Jeff Tognoni. ”Det här är ett naturligt steg för Infocube att kombinera våra två företag. Det ger våra anställda nya karriär- och utvecklingsmöjligheter och det ökar vår förmåga att ge service till Jeeves kunder. Genom att kombinera expertisen inom Jeeves produktutveckling med Infocubes kunnande inom implemenation och kundutveckling, kommer vårt erbjudande till kunder att stärkas på alla sätt” säger Henrik Engberg, VD på Infocube.

Consulting & Advisory

Stanfield Systems Inc. (SSI) has been meeting the information technology needs of government, commercial, and non-profit organizations in California and across the United States since January 2000. We are owned and managed by an experienced and knowledgeable team of Air Force Veterans, each with a diverse set of skills and accomplishments covering a wide range of information systems technologies, projects, and all phases of the system development life cycle

Consulting & Advisory

Matson & Isom Technology Consulting provides internet and network solutions.

Consulting & Advisory

Developer of a cloud-based due-diligence platform designed to transform, streamline and simplify processes. The company's platform allows users to efficiently respond to multiple investors and transform the current process of funding in hedge funds, private equity funds, exchange-traded funds, and mutual funds, enabling asset allocators and investment managers to automate repeated tasks and scale their active investor engagement by eliminating manually intensive copy-paste tasks.

Consulting & Advisory

Operator of a fin-tech accelerator created for digital lending to provide end-to-end lending services from marketing, acquisition, underwriting to loan servicing system. The company through its platform allows marketplace lenders to eliminate tech build-out, minimize IT infrastructure and accelerate marketplace lender's growth strategy, enabling digital lenders to focus on their core lending business, with access to latest acquisition, underwriting technologies, ready-made loan servicing software and portfolio benchmarking.

Consulting & Advisory

8(a) and HUBZone-certified IT modernization consulting company providing services aligning technology to business requirements